Lifetime Group
Lifetime Group is a UK wealth advisory firm that provides financial planning solutions. The firm works with clients to help them achieve their financial goals through a collaborative approach and various tools.
- Mortgage Advice
- Wealth Management
- Protection Advice
- Retirement Planning
- Investment Services
Competitors
2plan Wealth Management is a leading wealth management firm in the UK, providing expert financial advice and services.
David McDonald Financial Services is a firm of financial planners based in Bath St, Glasgow, with over 50 years of experience in the financial sector.
Company Details
Lifetime Group is operated by Lifetime Wealth Management Limited and is a Active company incorporated on 8 January 2003 with the registered office located in St. Albans, Hertfordshire. Lifetime Wealth Management Limited was registered 22 years ago.
Status
Active
Size
Micro
Directors
3
Age
22 years old
Employees
25
Turnover
Unreported
Total Assets
£4M
Cash in Bank
£121.43K
Total Liabilities
-£3.99M
Teams
31
18
8
8
6
4
4
Personal Assistant To CEO • Joined Oct 2014
Business Partner • Joined Jan 2012
Finance Manager • Joined Sep 1998
Admin Manager
Support Manager • Joined Jan 2023
Wealth Manager
Sales Director • Joined Mar 2003
Customer Relations Manager
Relationship Manager: Mortgages & Protection
Pension Administrator
Finance Manager • Joined Sep 1998
Wealth Manager
Pension Administrator
Mortgage Consultant • Joined Jul 2024
Mortgage And Insurance Specialist • Joined Feb 2012
Mortgage Planner • Joined Jul 2003
Financial Adviser • Joined Jan 2012
Financial Planner • Joined Dec 2024
Financial Advisor • Joined Oct 2019
Mortgage & Protection Adviser • Joined Jan 2024
Personal Assistant To CEO • Joined Oct 2014
Admin Manager
Pension Administrator
Wealth Administrator • Joined May 2018
Personal Assistant • Joined Apr 2001
PA
Support Manager • Joined Jan 2023
Customer Relations Manager
Customer Support • Joined Jan 2015
Financial Adviser • Joined Jan 2012
Mortgage And Protection Adviser • Joined Jan 2023
Financial Adviser • Joined Apr 2008
Mortgage And Protection Adviser • Joined Jul 2020
Mortgage And Protection Adviser • Joined Apr 2013
Admin Manager
Sales Director • Joined Mar 2003
Customer Relations Manager
General Insurance Advisor • Joined May 2003
Business Partner • Joined Jan 2012
Mortgage Consultant • Joined Jul 2024
Financial Adviser • Joined Jan 2012
Financial Planner • Joined Dec 2024
Financial Advisor • Joined Oct 2019
Financial Adviser • Joined Apr 2008
Financial Planner • Joined Apr 2008
Financial Planner • Joined Apr 2023
Relationship Manager: Mortgages & Protection
Chartered Financial Planner & Pension Transfer Specialist • Joined Apr 2008
Business Standards Assistant
Wealth Support • Joined Jun 2023
View 31 members